See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,985 | $101,724+96.6% | $164,813+21.3% | $80,856+147.3% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.6%+28.4pp |
| Annual return | 12.13% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $7,415 | $2,953+151.1% | $4,341+70.8% | $2,755+169.2% |
| Participant deferral / active EE | $15,043 | $4,477+236.0% | $6,031+149.4% | $4,296+250.2% |
| Admin fee / account holder | $1,442 | $8,227-82.5% | $12,690-88.6% | $6,918-79.2% |